Company context

Datadog, Inc.

NASDAQ:DDOG

Packaged Software · benchmarked against Packaged Software inside the IGV constituent company universe.

Active tabPeers

Current readMixed

Last close245.44

1M return-4.43%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries1749 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NASDAQ:DDOG 1W -5.12%, 1M -4.43%, 3M +14.08%, 6M +100.59%, 1Y +85.10%, 3Y +161.64%; NASDAQ:CRWD 1W -9.27%, 1M -5.32%, 3M -70.13%, 6M -56.76%, 1Y -55.41%, 3Y +25.60%; NASDAQ:PANW 1W -9.25%, 1M -3.42%, 3M +35.56%, 6M +99.51%, 1Y +69.96%, 3Y +178.32%; NASDAQ:SNPS 1W -3.16%, 1M -14.77%, 3M -24.65%, 6M -15.87%, 1Y -37.15%, 3Y -17.59%; NASDAQ:EA 1W +0.05%, 1M +1.73%, 3M +3.62%, 6M +4.10%, 1Y +24.51%, 3Y +72.78%; NASDAQ:CDNS 1W +0.41%, 1M -10.67%, 3M -1.97%, 6M +10.55%, 1Y -4.56%, 3Y +39.40%; NASDAQ:TTWO 1W -2.64%, 1M -10.62%, 3M -3.24%, 6M +8.42%, 1Y -3.53%, 3Y +62.97%; NASDAQ:APP 1W -5.96%, 1M -24.38%, 3M -16.28%, 6M -21.49%, 1Y -18.08%, 3Y +868.58%; NASDAQ:TRMB 1W -4.50%, 1M -6.29%, 3M -10.04%, 6M -28.54%, 1Y -35.94%, 3Y -7.17%; NYSE:NOW 1W -10.48%, 1M -16.54%, 3M -9.24%, 6M -23.23%, 1Y -49.74%, 3Y -20.17%; TSX:BB 1W -18.97%, 1M +0.96%, 3M +90.05%, 6M +133.33%, 1Y +128.26%, 3Y +90.62%

Company1W

1M

3M

6M

1Y

3Y

NASDAQ:DDOG-5.12%-4.43%+14.08%+100.59%+85.10%+161.64%

NASDAQ:CRWD-9.27%-5.32%-70.13%-56.76%-55.41%+25.60%

NASDAQ:PANW-9.25%-3.42%+35.56%+99.51%+69.96%+178.32%

NASDAQ:SNPS-3.16%-14.77%-24.65%-15.87%-37.15%-17.59%

NASDAQ:EA+0.05%+1.73%+3.62%+4.10%+24.51%+72.78%

NASDAQ:CDNS+0.41%-10.67%-1.97%+10.55%-4.56%+39.40%

NASDAQ:TTWO-2.64%-10.62%-3.24%+8.42%-3.53%+62.97%

NASDAQ:APP-5.96%-24.38%-16.28%-21.49%-18.08%+868.58%

NASDAQ:TRMB-4.50%-6.29%-10.04%-28.54%-35.94%-7.17%

NYSE:NOW-10.48%-16.54%-9.24%-23.23%-49.74%-20.17%

TSX:BB-18.97%+0.96%+90.05%+133.33%+128.26%+90.62%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

TSX:BB+128.26% 1Y · +90.62% 3Y

NASDAQ:DDOG+85.10% 1Y · +161.64% 3Y

NASDAQ:PANW+69.96% 1Y · +178.32% 3Y

NASDAQ:EA+24.51% 1Y · +72.78% 3Y

Risk and quality spread

NASDAQ:APPGM +87.47% · ROE +266.42%

NASDAQ:CDNSGM +85.15% · ROE +20.66%

NYSE:NOWGM +76.56% · ROE +16.07%

NASDAQ:EAGM +78.33% · ROE +13.49%

Valuation screen

NASDAQ:TRMBP/E 26.28 · FCF yield +4.11%

NASDAQ:APPP/E 36.39 · FCF yield +3.20%

NYSE:NOWP/E 56.78 · FCF yield +4.71%

NASDAQ:EAP/E 59.74 · FCF yield +4.43%

Valuation versus growth

P/E against 1Y return

NASDAQ:DDOG P/E 655.91 1Y +85.10%, NASDAQ:CRWD P/E n/a 1Y -55.41%, NASDAQ:PANW P/E 275.79 1Y +69.96%, NASDAQ:SNPS P/E 87.36 1Y -37.15%, NASDAQ:EA P/E 59.74 1Y +24.51%, NASDAQ:CDNS P/E 78.68 1Y -4.56%, NASDAQ:TTWO P/E n/a 1Y -3.53%, NASDAQ:APP P/E 36.39 1Y -18.08%, NASDAQ:TRMB P/E 26.28 1Y -35.94%, NYSE:NOW P/E 56.78 1Y -49.74%, TSX:BB P/E 94.11 1Y +128.26%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NASDAQ:DDOGDatadog, Inc.

655.915th pctile25.3117th pctile+1.21%21st pctile+79.86%75th pctile+3.93%21st pctile0.3258th pctile

NASDAQ:CRWDCrowdStrike Holdings, Inc.

n/an/a38.710th pctile+0.75%0th pctile+74.89%43rd pctile-1.12%14th pctile0.1886th pctile

NASDAQ:PANWPalo Alto Networks, Inc.

275.7920th pctile25.8414th pctile+1.39%43rd pctile+71.05%29th pctile+4.83%57th pctile0.07100th pctile

NASDAQ:SNPSSynopsys, Inc.

87.3640th pctile8.6271st pctile+3.64%86th pctile+64.88%14th pctile+3.83%29th pctile0.3643rd pctile

NASDAQ:EAElectronic Arts Inc.

59.7480th pctile7.0186th pctile+4.43%100th pctile+78.33%57th pctile+13.49%71st pctile0.2771st pctile

NASDAQ:CDNSCadence Design Systems, Inc.

78.6860th pctile17.0657th pctile+1.54%57th pctile+85.15%86th pctile+20.66%86th pctile0.4729th pctile

NASDAQ:TTWOTake-Two Interactive Software, Inc.

n/an/a6.57100th pctile+1.06%14th pctile+54.24%0th pctile-10.56%0th pctile0.8414th pctile

NASDAQ:APPApplovin Corporation

36.39100th pctile23.5643rd pctile+3.20%71st pctile+87.47%100th pctile+266.42%100th pctile1.490th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.